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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1
Heartwood Wealth Advisors
Virginia
$11.7M +$920K +33,540 +8%
CIM
2
Confluence Investment Management
Missouri
$5.89M +$403K +14,699 +7%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$5.02M +$788K +28,743 +18%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.07M +$1.66M +60,402 +67%
Morgan Stanley
5
Morgan Stanley
New York
$3.95M -$178K -6,495 -4%
US Bancorp
6
US Bancorp
Minnesota
$3.11M +$559K +20,404 +22%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.04M – – –
Wells Fargo
8
Wells Fargo
California
$1.65M +$156K +5,691 +10%
Citadel Advisors
9
Citadel Advisors
Florida
$1.57M +$1.12M +40,686 +238%
PWM
10
Praetorian Wealth Management
California
$1.25M +$622K +22,689 +98%
Bank of America
11
Bank of America
North Carolina
$1.15M +$111K +4,036 +11%
Jane Street
12
Jane Street
New York
$1.11M -$1.34M -48,834 -54%
HighTower Advisors
13
HighTower Advisors
Illinois
$1M +$663K +24,187 +190%
CA
14
CGN Advisors
Kansas
$801K +$165K +6,034 +26%
LPL Financial
15
LPL Financial
California
$671K +$677K +24,699 New
MPWT
16
MassMutual Private Wealth & Trust
Connecticut
$668K +$446K +16,250 +195%
Stifel Financial
17
Stifel Financial
Missouri
$534K -$350K -12,748 -39%
RJA
18
Raymond James & Associates
Florida
$483K +$22K +802 +5%
UBS Group
19
UBS Group
Switzerland
$424K +$350K +12,763 +446%
AIP
20
Ameritas Investment Partners
Nebraska
$376K +$95.3K +3,477 +33%
WI
21
WrapManager Inc
California
$347K -$7.29K -266 -2%
PWS
22
Peloton Wealth Strategists
Indiana
$326K -$54.8K -2,000 -14%
BPA
23
Beacon Pointe Advisors
California
$301K +$329 +12 +0.1%
SSB
24
Sandy Spring Bank
Maryland
$244K -$19.7K -720 -7%
ACS
25
Archford Capital Strategies
Illinois
$220K +$220K +8,026 New
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